attio-mcp 1.0.0 → 1.1.0

package/dist/prompts/v1/log-activity.v1.js

@@ -0,0 +1,124 @@
+/**
+ * Log Activity v1 Prompt
+ *
+ * Append a call/meeting note/email summary to a Person, Company, or Deal
+ * by URL/ID or quick search.
+ */
+import { z } from 'zod';
+import { DryRunArg } from './types.js';
+/**
+ * Argument schema for log_activity.v1
+ */
+export const LogActivityArgs = z.object({
+    target: z
+        .string()
+        .min(3)
+        .describe('Attio URL, record ID, or "search:<query>"'),
+    type: z
+        .enum(['call', 'meeting', 'email', 'note'])
+        .describe('Type of activity to log'),
+    summary: z.string().min(5).describe('Plain-text synopsis of the activity'),
+    visibility: z
+        .enum(['internal', 'shared'])
+        .optional()
+        .default('internal')
+        .describe('Visibility setting'),
+    create_follow_up: z
+        .boolean()
+        .optional()
+        .default(false)
+        .describe('If true, prompt will suggest a follow-up task'),
+    dry_run: DryRunArg,
+});
+/**
+ * Argument definitions for registration
+ */
+export const logActivityArguments = [
+    {
+        name: 'target',
+        description: 'Attio URL, ID, or "search:<query>"',
+        required: true,
+        schema: z.string().min(3),
+    },
+    {
+        name: 'type',
+        description: 'call | meeting | email | note',
+        required: true,
+        schema: z.enum(['call', 'meeting', 'email', 'note']),
+    },
+    {
+        name: 'summary',
+        description: 'Plain-text activity synopsis',
+        required: true,
+        schema: z.string().min(5),
+    },
+    {
+        name: 'visibility',
+        description: 'internal | shared (default internal)',
+        required: false,
+        schema: z.enum(['internal', 'shared']),
+        default: 'internal',
+    },
+    {
+        name: 'create_follow_up',
+        description: 'Suggest follow-up task (default false)',
+        required: false,
+        schema: z.boolean(),
+        default: false,
+    },
+    {
+        name: 'dry_run',
+        description: "Only propose, don't execute (default false)",
+        required: false,
+        schema: z.boolean(),
+        default: false,
+    },
+];
+/**
+ * Build prompt messages for logging activity
+ */
+export function buildLogActivityMessages(args) {
+    const validated = LogActivityArgs.parse(args);
+    const instructions = `You are a CRM assistant. Log a ${validated.type} activity to "${validated.target}".
+
+Steps:
+1. Resolve target: If starts with "search:", call \`records_query\` to find one record (prefer exact domain/email or name match). If multiple matches, list up to 5 for disambiguation and STOP.
+
+2. Create activity note: Call \`notes.create\` (or appropriate write tool) with:
+   - Type: ${validated.type}
+   - Summary: "${validated.summary}"
+   - Visibility: ${validated.visibility}
+   - Link to resolved record
+
+3. ${validated.create_follow_up ? 'Suggest a concrete follow-up task and, only on approval, call `tasks.create`.' : 'No follow-up task needed.'}
+
+${validated.dry_run ? 'DRY RUN MODE: Output proposed tool calls as JSON only. Do NOT execute writes.' : 'Execute the writes after showing proposed actions.'}
+
+Keep response concise. Confirm completion or show proposed changes.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const logActivityPrompt = {
+    metadata: {
+        name: 'log_activity.v1',
+        title: 'Log a call or note',
+        description: 'Append a call/meeting note/email summary to a Person, Company, or Deal. Asks for confirmation before write.',
+        category: 'activity',
+        version: 'v1',
+    },
+    arguments: logActivityArguments,
+    buildMessages: buildLogActivityMessages,
+    tokenBudget: 300, // Per spec
+};
+export default logActivityPrompt;
+//# sourceMappingURL=log-activity.v1.js.map

package/dist/prompts/v1/log-activity.v1.js.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/meeting-prep.v1.d.ts

@@ -0,0 +1,42 @@
+/**
+ * Meeting Prep v1 Prompt
+ *
+ * Summarize last notes, open tasks, related deals, and suggested agenda
+ * for a contact/company (360° prep sheet).
+ */
+import { z } from 'zod';
+import { PromptV1Definition, PromptMessage, PromptArgument } from './types.js';
+/**
+ * Argument schema for meeting_prep.v1
+ */
+export declare const MeetingPrepArgs: z.ZodObject<{
+    format: z.ZodDefault<z.ZodOptional<z.ZodEnum<["table", "json", "ids"]>>>;
+    fields_preset: z.ZodDefault<z.ZodOptional<z.ZodEnum<["sales_short", "full"]>>>;
+    verbosity: z.ZodDefault<z.ZodOptional<z.ZodEnum<["brief", "normal"]>>>;
+    target: z.ZodString;
+}, "strip", z.ZodTypeAny, {
+    format: "json" | "ids" | "table";
+    target: string;
+    fields_preset: "sales_short" | "full";
+    verbosity: "brief" | "normal";
+}, {
+    target: string;
+    format?: "json" | "ids" | "table" | undefined;
+    fields_preset?: "sales_short" | "full" | undefined;
+    verbosity?: "brief" | "normal" | undefined;
+}>;
+export type MeetingPrepArgsType = z.infer<typeof MeetingPrepArgs>;
+/**
+ * Argument definitions for registration
+ */
+export declare const meetingPrepArguments: PromptArgument[];
+/**
+ * Build prompt messages for meeting prep
+ */
+export declare function buildMeetingPrepMessages(args: Record<string, unknown>): PromptMessage[];
+/**
+ * Complete prompt definition
+ */
+export declare const meetingPrepPrompt: PromptV1Definition;
+export default meetingPrepPrompt;
+//# sourceMappingURL=meeting-prep.v1.d.ts.map

package/dist/prompts/v1/meeting-prep.v1.d.ts.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/meeting-prep.v1.js

@@ -0,0 +1,105 @@
+/**
+ * Meeting Prep v1 Prompt
+ *
+ * Summarize last notes, open tasks, related deals, and suggested agenda
+ * for a contact/company (360° prep sheet).
+ */
+import { z } from 'zod';
+import { UniversalReadArgs } from './types.js';
+/**
+ * Argument schema for meeting_prep.v1
+ */
+export const MeetingPrepArgs = z.object({
+    target: z
+        .string()
+        .min(3)
+        .describe('Attio URL, record ID, or "search:<query>" for contact/company'),
+    ...UniversalReadArgs,
+});
+/**
+ * Argument definitions for registration
+ */
+export const meetingPrepArguments = [
+    {
+        name: 'target',
+        description: 'Attio URL, ID, or "search:<query>"',
+        required: true,
+        schema: z.string().min(3),
+    },
+    {
+        name: 'format',
+        description: 'table | json (default table)',
+        required: false,
+        schema: z.enum(['table', 'json']),
+        default: 'table',
+    },
+    {
+        name: 'fields_preset',
+        description: 'sales_short | full (default sales_short)',
+        required: false,
+        schema: z.enum(['sales_short', 'full']),
+        default: 'sales_short',
+    },
+    {
+        name: 'verbosity',
+        description: 'brief | normal (default brief)',
+        required: false,
+        schema: z.enum(['brief', 'normal']),
+        default: 'brief',
+    },
+];
+/**
+ * Build prompt messages for meeting prep
+ */
+export function buildMeetingPrepMessages(args) {
+    const validated = MeetingPrepArgs.parse(args);
+    const instructions = `Goal: Create a 360° meeting prep sheet for ${validated.target}.
+
+Steps:
+1. Resolve target: If starts with "search:", call \`records_query\` to find one Person or Company record (prefer exact domain/email or name match). If multiple matches, list up to 5 for disambiguation and STOP.
+
+2. Gather context (call these in parallel):
+   - \`notes.list\` for the record (last 5 notes)
+   - \`tasks.list\` for the record (open tasks only)
+   - \`deals.list\` for related deals (active deals)
+
+3. Output format=${validated.format}:
+   - If table: Markdown sections: "Contact Info", "Recent Notes", "Open Tasks", "Active Deals", "Suggested Agenda"
+   - If json: Structured object with same sections
+
+Fields preset=${validated.fields_preset}:
+- sales_short: Key fields only (token-efficient)
+- full: Include all available context
+
+Verbosity=${validated.verbosity}:
+- brief: Bullet points only
+- normal: Brief narrative + bullets
+
+Include "Suggested Agenda" with 3-5 discussion topics based on recent activity.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const meetingPrepPrompt = {
+    metadata: {
+        name: 'meeting_prep.v1',
+        title: '360° prep sheet',
+        description: 'Summarize last notes, open tasks, related deals, and suggested agenda for a contact/company.',
+        category: 'workflow',
+        version: 'v1',
+    },
+    arguments: meetingPrepArguments,
+    buildMessages: buildMeetingPrepMessages,
+    tokenBudget: 600, // Per spec
+};
+export default meetingPrepPrompt;
+//# sourceMappingURL=meeting-prep.v1.js.map

package/dist/prompts/v1/meeting-prep.v1.js.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/people-search.v1.d.ts

@@ -0,0 +1,45 @@
+/**
+ * People Search v1 Prompt
+ *
+ * Query people with filters (title, company, territory) and return tidy table
+ * + IDs for follow-up actions.
+ */
+import { z } from 'zod';
+import { PromptV1Definition, PromptMessage, PromptArgument } from './types.js';
+/**
+ * Argument schema for people_search.v1
+ */
+export declare const PeopleSearchArgs: z.ZodObject<{
+    format: z.ZodDefault<z.ZodOptional<z.ZodEnum<["table", "json", "ids"]>>>;
+    fields_preset: z.ZodDefault<z.ZodOptional<z.ZodEnum<["sales_short", "full"]>>>;
+    verbosity: z.ZodDefault<z.ZodOptional<z.ZodEnum<["brief", "normal"]>>>;
+    query: z.ZodString;
+    limit: z.ZodDefault<z.ZodOptional<z.ZodNumber>>;
+}, "strip", z.ZodTypeAny, {
+    limit: number;
+    format: "json" | "ids" | "table";
+    query: string;
+    fields_preset: "sales_short" | "full";
+    verbosity: "brief" | "normal";
+}, {
+    query: string;
+    limit?: number | undefined;
+    format?: "json" | "ids" | "table" | undefined;
+    fields_preset?: "sales_short" | "full" | undefined;
+    verbosity?: "brief" | "normal" | undefined;
+}>;
+export type PeopleSearchArgsType = z.infer<typeof PeopleSearchArgs>;
+/**
+ * Argument definitions for registration
+ */
+export declare const peopleSearchArguments: PromptArgument[];
+/**
+ * Build prompt messages for people search
+ */
+export declare function buildPeopleSearchMessages(args: Record<string, unknown>): PromptMessage[];
+/**
+ * Complete prompt definition
+ */
+export declare const peopleSearchPrompt: PromptV1Definition;
+export default peopleSearchPrompt;
+//# sourceMappingURL=people-search.v1.d.ts.map

package/dist/prompts/v1/people-search.v1.d.ts.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/people-search.v1.js

@@ -0,0 +1,115 @@
+/**
+ * People Search v1 Prompt
+ *
+ * Query people with filters (title, company, territory) and return tidy table
+ * + IDs for follow-up actions.
+ */
+import { z } from 'zod';
+import { UniversalReadArgs } from './types.js';
+import { SEARCH_DEFAULTS, PAGINATION } from './constants.js';
+/**
+ * Argument schema for people_search.v1
+ */
+export const PeopleSearchArgs = z.object({
+    query: z
+        .string()
+        .min(3)
+        .describe("Search query (e.g., 'AE in SF at fintech companies')"),
+    limit: z
+        .number()
+        .int()
+        .min(1)
+        .max(SEARCH_DEFAULTS.maxLimit)
+        .optional()
+        .default(SEARCH_DEFAULTS.limit)
+        .describe(`Maximum results to return (default ${SEARCH_DEFAULTS.limit}, max ${SEARCH_DEFAULTS.maxLimit})`),
+    ...UniversalReadArgs,
+});
+/**
+ * Argument definitions for registration
+ */
+export const peopleSearchArguments = [
+    {
+        name: 'query',
+        description: "E.g., 'AE in SF at fintech companies'",
+        required: true,
+        schema: z.string().min(3),
+    },
+    {
+        name: 'limit',
+        description: `Default ${SEARCH_DEFAULTS.limit} (max ${SEARCH_DEFAULTS.maxLimit})`,
+        required: false,
+        schema: z.number().int().min(1).max(SEARCH_DEFAULTS.maxLimit),
+        default: SEARCH_DEFAULTS.limit,
+    },
+    {
+        name: 'format',
+        description: 'table | json | ids (default table)',
+        required: false,
+        schema: z.enum(['table', 'json', 'ids']),
+        default: 'table',
+    },
+    {
+        name: 'fields_preset',
+        description: 'sales_short | full (default sales_short)',
+        required: false,
+        schema: z.enum(['sales_short', 'full']),
+        default: 'sales_short',
+    },
+    {
+        name: 'verbosity',
+        description: 'brief | normal (default brief)',
+        required: false,
+        schema: z.enum(['brief', 'normal']),
+        default: 'brief',
+    },
+];
+/**
+ * Build prompt messages for people search
+ */
+export function buildPeopleSearchMessages(args) {
+    const validated = PeopleSearchArgs.parse(args);
+    const instructions = `Call \`records_query\` for object='people' with filters derived from "${validated.query}".
+
+Output format=${validated.format}:
+- If table: Markdown table with columns: id, name, title, company, email, owner (max ${validated.limit} rows)
+- If json: Structured array with same fields
+- If ids: Comma-separated list of record IDs only
+
+Fields preset=${validated.fields_preset}:
+- sales_short: Only id, name, title, company, email, owner (token-efficient)
+- full: Include all available fields
+
+Verbosity=${validated.verbosity}:
+- brief: No preamble, just the data
+- normal: Brief context + data
+
+Include a "Next actions" section with inline tools for enrichment/outreach.
+Append "${PAGINATION.moreAvailableText}" when results exceed ${validated.limit}.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const peopleSearchPrompt = {
+    metadata: {
+        name: 'people_search.v1',
+        title: 'Find people',
+        description: 'Search people by title, company, territory, or free text. Return a compact table with id, name, title, company, email, and owner.',
+        category: 'search',
+        version: 'v1',
+    },
+    arguments: peopleSearchArguments,
+    buildMessages: buildPeopleSearchMessages,
+    tokenBudget: 500, // Per spec
+};
+export default peopleSearchPrompt;
+//# sourceMappingURL=people-search.v1.js.map

package/dist/prompts/v1/people-search.v1.js.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/pipeline-health.v1.d.ts

@@ -0,0 +1,48 @@
+/**
+ * Pipeline Health v1 Prompt
+ *
+ * Weekly pipeline recap: owner/segment-scoped snapshot (created/won/slipped)
+ * with risk flags and recommended actions.
+ */
+import { z } from 'zod';
+import { PromptV1Definition, PromptMessage, PromptArgument } from './types.js';
+/**
+ * Argument schema for pipeline_health.v1
+ */
+export declare const PipelineHealthArgs: z.ZodObject<{
+    format: z.ZodDefault<z.ZodOptional<z.ZodEnum<["table", "json", "ids"]>>>;
+    fields_preset: z.ZodDefault<z.ZodOptional<z.ZodEnum<["sales_short", "full"]>>>;
+    verbosity: z.ZodDefault<z.ZodOptional<z.ZodEnum<["brief", "normal"]>>>;
+    owner: z.ZodDefault<z.ZodOptional<z.ZodString>>;
+    timeframe: z.ZodDefault<z.ZodOptional<z.ZodString>>;
+    segment: z.ZodOptional<z.ZodString>;
+}, "strip", z.ZodTypeAny, {
+    format: "json" | "ids" | "table";
+    timeframe: string;
+    owner: string;
+    fields_preset: "sales_short" | "full";
+    verbosity: "brief" | "normal";
+    segment?: string | undefined;
+}, {
+    format?: "json" | "ids" | "table" | undefined;
+    segment?: string | undefined;
+    timeframe?: string | undefined;
+    owner?: string | undefined;
+    fields_preset?: "sales_short" | "full" | undefined;
+    verbosity?: "brief" | "normal" | undefined;
+}>;
+export type PipelineHealthArgsType = z.infer<typeof PipelineHealthArgs>;
+/**
+ * Argument definitions for registration
+ */
+export declare const pipelineHealthArguments: PromptArgument[];
+/**
+ * Build prompt messages for pipeline health
+ */
+export declare function buildPipelineHealthMessages(args: Record<string, unknown>): PromptMessage[];
+/**
+ * Complete prompt definition
+ */
+export declare const pipelineHealthPrompt: PromptV1Definition;
+export default pipelineHealthPrompt;
+//# sourceMappingURL=pipeline-health.v1.d.ts.map

package/dist/prompts/v1/pipeline-health.v1.d.ts.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/pipeline-health.v1.js

@@ -0,0 +1,131 @@
+/**
+ * Pipeline Health v1 Prompt
+ *
+ * Weekly pipeline recap: owner/segment-scoped snapshot (created/won/slipped)
+ * with risk flags and recommended actions.
+ */
+import { z } from 'zod';
+import { UniversalReadArgs } from './types.js';
+import { SEARCH_DEFAULTS } from './constants.js';
+/**
+ * Argument schema for pipeline_health.v1
+ */
+export const PipelineHealthArgs = z.object({
+    owner: z
+        .string()
+        .optional()
+        .default(SEARCH_DEFAULTS.ownerDefault)
+        .describe('Owner filter (default @me)'),
+    timeframe: z
+        .string()
+        .optional()
+        .default(SEARCH_DEFAULTS.timeframeDefault)
+        .describe('Timeframe for analysis (default 30d)'),
+    segment: z.string().optional().describe('Optional segment/pipeline filter'),
+    ...UniversalReadArgs,
+});
+/**
+ * Argument definitions for registration
+ */
+export const pipelineHealthArguments = [
+    {
+        name: 'owner',
+        description: 'Owner filter (default @me)',
+        required: false,
+        schema: z.string(),
+        default: SEARCH_DEFAULTS.ownerDefault,
+    },
+    {
+        name: 'timeframe',
+        description: 'Timeframe (default 30d)',
+        required: false,
+        schema: z.string(),
+        default: SEARCH_DEFAULTS.timeframeDefault,
+    },
+    {
+        name: 'segment',
+        description: 'Optional segment/pipeline filter',
+        required: false,
+        schema: z.string(),
+    },
+    {
+        name: 'format',
+        description: 'table | json (default table)',
+        required: false,
+        schema: z.enum(['table', 'json']),
+        default: 'table',
+    },
+    {
+        name: 'fields_preset',
+        description: 'sales_short | full (default sales_short)',
+        required: false,
+        schema: z.enum(['sales_short', 'full']),
+        default: 'sales_short',
+    },
+    {
+        name: 'verbosity',
+        description: 'brief | normal (default brief)',
+        required: false,
+        schema: z.enum(['brief', 'normal']),
+        default: 'brief',
+    },
+];
+/**
+ * Build prompt messages for pipeline health
+ */
+export function buildPipelineHealthMessages(args) {
+    const validated = PipelineHealthArgs.parse(args);
+    const segmentFilter = validated.segment
+        ? ` and segment="${validated.segment}"`
+        : '';
+    const instructions = `Goal: Create a pipeline health snapshot for owner="${validated.owner}" over the last ${validated.timeframe}${segmentFilter}.
+
+Steps:
+1. Call \`deals.list\` or \`records_query\` for deals matching: owner="${validated.owner}", modified_date within ${validated.timeframe}${segmentFilter}
+
+2. Analyze and categorize deals:
+   - Created: New deals in timeframe
+   - Won: Deals moved to "Closed Won"
+   - Slipped: Deals past close_date still open
+   - At Risk: Deals with no activity in >14 days
+
+3. Output format=${validated.format}:
+   - If table: Markdown sections: "Summary Metrics", "Risk Flags", "Top Priorities", "Recommended Actions"
+   - If json: Structured object with same sections
+
+Fields preset=${validated.fields_preset}:
+- sales_short: Counts and key deals only (token-efficient)
+- full: Include all deal details
+
+Verbosity=${validated.verbosity}:
+- brief: Metrics + bullet points
+- normal: Narrative analysis + metrics
+
+Include "Recommended Actions" with 3-5 specific next steps based on risk flags.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const pipelineHealthPrompt = {
+    metadata: {
+        name: 'pipeline_health.v1',
+        title: 'Weekly pipeline recap',
+        description: 'Owner/segment-scoped snapshot (created/won/slipped; risk flags) with recommended actions.',
+        category: 'analysis',
+        version: 'v1',
+    },
+    arguments: pipelineHealthArguments,
+    buildMessages: buildPipelineHealthMessages,
+    tokenBudget: 700, // Per spec
+};
+export default pipelineHealthPrompt;
+//# sourceMappingURL=pipeline-health.v1.js.map

package/dist/prompts/v1/pipeline-health.v1.js.map

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